Objective

This SOP explains how to connect the ClaimWizard calendar to Google Calendar so events are synced between them. Follow these steps to authorize the integration through your user settings and Google security permissions.

Key Steps

1. Open User Settings

• Locate your name in the top-right corner of the application.
• Click your name to open User Settings.
• This is where you access calendar integration options.
• Select Activate 
• If it is already activated, it will say Remove
• Click the option to add Google Calendar.
• Follow the prompts to begin the connection process.
• Confirm that you are linking the correct Google account.

• You will be redirected to Google to complete security authorization.
• Review the requested permissions carefully.
• Click Authorize or Allow to grant access and complete synchronization.

Steps to Select the ClaimWizard Calendar

1. Create or open an event in Google Calendar (click a time slot, or click an existing event to edit it).
2. In the event details panel, find the calendar selector field— the dropdown next to the small calendar icon below the notification settings. 
3. Click that dropdown to open the list of calendars you can access.
4. From the list, select "ClaimWizard" 
5. Confirm the calendar name shown in the field is "ClaimWizard," not a different calendar name.
6. Finish filling out the event details (time, guests, etc.) as needed.
7. Click Save in the top right to save the event to the ClaimWizard calendar.

Why This Matters

Selecting the wrong calendar (your personal one instead of ClaimWizard) means the event won't sync into ClaimWizard's system — the dropdown determines which calendar "owns" and syncs the event, not just where it displays.

If you don't see "ClaimWizard" as an option in that dropdown, it likely means that calendar hasn't been shared with your Google account yet or you don't have "make changes to events" permission on it — in that case, you'd need to have it shared/granted access from whoever manages the ClaimWizard calendar in your Google Workspace.

Cautionary Notes

• Make sure you are signed into the correct Google account before authorizing.
• Only approve permissions if you intend to sync calendars between the application and Google.
• If the integration does not appear, verify that you are in Preferences > Integrations.
• Do not close the browser or window during the authorization process.

Tips for Efficiency

• Have your Google login credentials ready before starting.
• Use the same browser session for both the application and Google authorization to reduce login issues.
• If you manage multiple calendars, confirm which Google Calendar you're connecting before approving access.
• After setup, test synchronization by creating or updating a calendar event and confirming it appears in both systems.